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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $849,959 | $227,597+273.4% | $189,575+348.3% | $167,536+407.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.20% | 78.44%-68.2pp | 64.19%-54.0pp | 478.82%-468.6pp |
| Employer contribution / active EE | $23,333 | $5,316+338.9% | $4,412+428.9% | $4,839+382.2% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $119,667 | $11,877+907.5% | $9,806+1120.4% | $12,315+871.8% |